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iShares iBonds Dec 2026 Term Corporate ETF
IBDR

298 hedge funds and large institutions have $1.77B invested in iShares iBonds Dec 2026 Term Corporate ETF in 2023 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 130 increasing their positions, 64 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

555% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 11

103% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 64

63% more funds holding in top 10

Funds holding in top 10: 8 → 13 (+5)

29% more capital invested

Capital invested by funds: $1.38B → $1.77B (+$395M)

25% more funds holding

Funds holding: 238 → 298 (+60)

7.3% more ownership

Funds ownership: 71.49% → 78.79% (+7.3%)

Holders
298
Holders Change
+60
Holders Change %
+25.21%
% of All Funds
4.34%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.19%
New
72
Increased
130
Reduced
64
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$83M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$50.3M
3
Bank of America
Bank of America
North Carolina
+$24.6M
4
KCM
Kathmere Capital Management
Pennsylvania
+$20.1M
5
KTM
Keeler Thomas Management
Utah
+$14.8M

Top Sellers

1
KA
Klingman & Associates
New York
-$24.1M
2
SL
Summitry LLC
California
-$10.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$8.92M
4
GA
Gateway Advisory
New Jersey
-$8.64M
5
Ameriprise
Ameriprise
Minnesota
-$7.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
GT
51
Glenview Trust
Kentucky
$8.02M +$2.27M +96,468 +40%
CFS
52
Commonwealth Financial Services
West Virginia
$7.93M +$2.82M +120,258 +57%
PPWM
53
PFG Private Wealth Management
Florida
$7.9M -$1.67M -71,064 -18%
GRP
54
Global Retirement Partners
California
$7.87M -$476K -20,252 -6%
WWM
55
WJ Wealth Management
Arizona
$7.84M +$7.7M +327,906 New
KAS
56
Kestra Advisory Services
Texas
$7.44M +$1.77M +75,368 +32%
HA
57
Hamel Associates
New Jersey
$7.27M +$187K +7,970 +3%
PRWA
58
Platte River Wealth Advisors
Colorado
$7.15M +$65.1K +2,772 +0.9%
Creative Planning
59
Creative Planning
Kansas
$7.09M +$1.64M +69,942 +31%
AWS
60
Atria Wealth Solutions
New York
$6.82M +$2.01M +85,800 +43%
AIA
61
Arcadia Investment Advisors
Idaho
$6.73M +$250K +10,636 +4%
AF
62
Allworth Financial
California
$6.37M +$5.1M +217,266 +440%
IA
63
IFP Advisors
Florida
$6.26M +$2.73M +116,483 +80%
FBB
64
Fulton Breakefield Broenniman
Maryland
$6.24M +$127K +5,430 +2%
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$6.14M +$4.79M +203,945 +385%
LWM
66
Lyell Wealth Management
California
$6.03M +$711K +30,262 +14%
PWS
67
Peloton Wealth Strategists
Indiana
$6.02M +$118K +5,015 +2%
MA
68
MCF Advisors
Kentucky
$5.82M -$332K -14,119 -5%
FCA
69
FinTrust Capital Advisors
South Carolina
$5.51M -$126K -5,373 -2%
SSB
70
Sandy Spring Bank
Maryland
$5.44M -$46.3K -1,970 -0.9%
SWMG
71
Signature Wealth Management Group
Georgia
$5.36M +$5.26M +224,205 New
SWA
72
Stratos Wealth Advisors
Ohio
$5.25M – – –
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$5.05M -$28.4K -1,210 -0.6%
Renaissance Technologies
74
Renaissance Technologies
New York
$4.79M +$4.7M +200,200 New
PWM
75
Praetorian Wealth Management
California
$4.57M +$75.7K +3,224 +2%
1 2
3
4 5

IBDR Hedge Fund Activity: Q4 2023 in Review

298 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) for Q4 2023, worth a combined $1.77B — up 29% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new IBDR positions and 11 closed out — a net gain of 61 holders — while 130 added to existing stakes and 64 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $83M. The largest seller was Klingman & Associates, exiting entirely with an estimated $24.1M sold.

  • 298 institutional investors held iShares iBonds Dec 2026 Term Corporate ETF (IBDR) as of Q4 2023, up from 238 in Q3 2023.
  • Funds reported $1.77B of iShares iBonds Dec 2026 Term Corporate ETF stock for Q4 2023, up 29% quarter-over-quarter.
  • 72 funds opened new iShares iBonds Dec 2026 Term Corporate ETF positions in Q4 2023 and 11 closed out, a net change of +61 holders.
  • The largest iShares iBonds Dec 2026 Term Corporate ETF buyer in Q4 2023 was Morgan Stanley, an estimated $83M added.
  • The largest iShares iBonds Dec 2026 Term Corporate ETF seller in Q4 2023 was Klingman & Associates, an estimated $24.1M sold.

Based on aggregated 13F filings for Q4 2023.